Sentences with phrase «stocks as a value investment»

Not exact matches

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Dollar - cost averaging — buying the same value of stocks at regular intervals — is touted as a way to avoid market timing and reduce investment risk.

They do not have to count the rental value of their homes as taxable income, even though that value is just as much a return on investment as are stock dividends or interest on a savings account.

Hence, Bitcoin should be seen as a high - risk investment like a technology stock, not as a stable store of value.

At present I would suggest that there is large scale deflation at present as property values unwind worldwide, this will be followed by falling stock values as investors realize that large sectors of investment returns are also headed for long term decline.

Companies like to use EPS as a performance metric because it is the primary focus of financial analysts when assessing the value of a stock and of investors when evaluating their return on investment.

You'd think that corporate debt would grow in proportion to total sales, as this additional debt is used to fund investments in productive activities that create more sales and contribute to the economy, and that higher sales, and presumably higher earnings would create a proportionate increase in the value of the company, and thus in its stock price, and that they all go up together, not in lockstep but over time more or less at the same rate.

In addition, as your business succeeds, the value of your stock rises, increasing the return on investment for your retirement account.

BOSTON (March 12, 2018)-- MFS Investment Grade Municipal Trust (the «fund»)(NYSE: CXH) announced today that it will conduct a cash tender offer to purchase up to 7.5 percent of the fund's outstanding common shares (the «shares») at a price per share equal to 98 percent of the fund's net asset value (NAV) per share as of the close of regular trading on the New York Stock Exchange (NYSE) on the date the tender offer expires.

Not only would this discourage firms from deferring their taxes abroad, but it would also earmark high value stocks such as Apple and Google as viable investment options.

And while most of the investing herd crowds into dangerous, overpriced stocks, Tim Price lives and breathes value investing as he searches for great investments all over the world for Sovereign Man readers and his clients.

Similar to buying gold or stocks, some people like to buy bitcoin as an investment in hopes that its value will go up.

Investing in pieces of companies through the stock market as well as wholly owned subsidiaries using value investment methods; Buying old economy industries; Purchasing with the intention to keep not trade; Focusing on durable competitive advantages; Centralizing capital and reallocating to highest and best use; Being paid (with float) to hold capital to invest

John Burr Williams in his The Theory of Investment Value, 1938 wrote, «With bonds, as with stocks, prices are determined by marginal opinion.....

Get to grips with insider details such as how a stock re-capitalization works — «companies never die, they just get re-capitalized» — recognizing the hallmarks of a potentially «good» investment deal, and how to add value to a business before sale.

I have spent almost my entire career in the investment industry, over 27 years of it anyway, as an analyst focused almost entirely on «value» stocks.

It's true that share prices can fall as well as rise, so the value of the shares of a dividend stock could indeed have fallen over the duration of the investment.

That is, set up your investments for direct withdrawal from your checking or savings account, reinvest dividends, and focus on only buying the lowest risk, highest quality, most attractively valued stocks or index funds such as one based upon the S&P 500.

As investors are drawn to defensive investments, value stocks may make a comeback beginning this year, says one portfolio manager at Perkins Investment Management in Chicago.

As was addressed in the commentary section, we believe the stock market is attractively valued today and extremely so when compared to other investment opportunities.

On Friday, both Bank of America Merrill Lynch and Fundstrat issued reports touting value stocks such as financials and a stronger U.S. dollar, an investment strategy known as the reflation trade.

Traders might use technical analysis, looking at past prices and trends and charts, or they might use fundamental analysis, such as stock news or using economic and financial data to determine the investment's intrinsic value.

They hypothesize that loss averse investors may perceive value stocks as riskier than they truly are, given the stocks» recent underperformance, and may therefore require a higher future return from these investments.

As the market goes up and down — based on the millions of different factors that make the stock market fluctuate on a daily basis --(the) value (of your investment) and the share of the REIT are going to fluctuate with it.

As an investment, Cisco meets all my criteria: It's a high - quality dividend growth stock that appears to be trading below fair value.

Your financial assets include the cash in your checking and savings accounts, certificates of deposit, life insurance cash value, retirement accounts, the value of your home and real estate investments, stocks, bonds, mutual funds, treasury bills, silver and gold bullion, and even personal property such as cars, jewelry, art, and collectibles.

In our first scenario, you own shares in a stock ETF that has gone up in value over the past year and you want to keep it in your investment portfolio as part of your buy and hold strategy.

For example, if you had invested $ 10,000 in US stocks, as represented by the S&P 500 index during all 5,036 trading days of the last 20 years1, you would have returned 8.19 %, and the value of your investment would have been $ 48,250, according to Index Fund Advisors.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

Borrow part of the market value of eligible securities - many major stocks listed on North American stock exchanges are margin — eligible, as are other investments such as mutual funds and fixed income securities

It's used to buy investments that will increase in value over the long term, such as a home or blue - chip stocks.

Investment - grade bonds may have paltry yields, but generally hold their value when stocks get hammered — indeed, they may rise in value as investors flee to safety and drive interest rates down.

Thus, the mindset of a person buying alternative investments is typically this: If my stock portfolio takes a hit, at least I have these other investments — which hopefully will hold their value or not fall as much — to hold me over.

Every stock is then graded based for its merit as a value investment.

Each stock is then graded for its merit as a value investment.

As for me, I got a trial subscription to Value Line, and picked six stocks, which I sold too soon for a 20 % gain, and didn't return to direct investment in single equities until 1992.

A consistent dividend track record is crucial to a value stock as it is this reliable investment income that tells investors the stock is worth buying.

The rate of return (earnings) on the cash - value portion of whole life historically has lagged behind other investments, such as stock mutual funds.

Asset An item of value, such as a family's home, business, and farm equity, real estate, stocks, bonds, mutual funds, cash, certificates of deposit (CDs), bank accounts, trust funds and other property and investments.

Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categories.

Global Value and Quality Ranks To maximize the potential investment opportunity, the team analyzes as broad a universe as possible — over 15,000 stocks (screened for liquidity) of all sizes across over 40 countries, including both developed and emerging markets.

To what extent do you view your investing life as an extension of your personal life?By that I mean to what extent do the personal morals and ethical values of Tim the man govern the investing decisions of Tim the dividend growth investor?If you ask your typical dividend growth investor if they would be willing to invest in a lucrative but immoral venture, say selling child pornography or crack cocaine, the answer would probably be «absolutely not» regardless of the yield, valuation or growth prospects of the underlying venture.And yet, ask that same investor what their thoughts are about Phillip Morris and they would probably describe what a wonderful investment it is and go on about why you should own it.Do your personal morals ever come into play when buying companies, or do you compartmentalize your conscience, wall it off from the part of your brain that thinks about investments, and make your investing decisions based on the financial prospects of the company?The reason why I'm asking is that I keep identifying stocks of companies that I love from an investing perspective but despise on a human level.I can not in good conscience own any piece of Phillip Morris knowing the impact that smoking related illness has on the families of smokers.You might say that the smoker made his choice to smoke so you don't mind taking his money, but his children never made that choice and they are the ones who will suffer when he dies 20 years too soon.

First we consider a stock's attractiveness as a value investment and then we determine its appeal as a growth investment.

In it we evaluate 1,000 stocks for their appeal as value investments and growth investments, using the same methodology as our annual Top 500 ranking.

As part of a lengthy series of articles that are designed to educate prospective investors on the dividend growth investment strategy, fellow contributor Dave Van Knapp wrote a «lesson» that specifically highlights how to go about valuing dividend growth stocks.

The companies in Table 1 are the 20 companies with the lowest (best) investment value ranks from the 114 - stock watchlist as of July 9, 2010.

Not that you have to agree with each investment you read here, but the basic idea is as you say — I happen to find a large gap between price and value in both of the stocks you mentioned.

Pursuing the growth potential of overseas marketsEstablished companies: The fund invests in established large and midsize companies mainly in developed markets to benefit from opportunities unfolding outside the United States.A flexible strategy: Pursuing Putnam's blend strategy, the fund can own growth - or value - style stocks to participate when either style leads international markets.Building competitive portfolios: The portfolio manager uses fundamental research as the cornerstone of the investment process.

Ideally, you want to choose a combination of low - cost funds that will give you exposure to stocks of all types and styles (domestic, foreign, large, small, growth and value) as well as bond funds that track the broad investment - grade bond market (government and corporate issues in a range of maturities).